5,232 Alibaba Group Holding Limited $BABA Shares Sold by Retirement Planning Co of New England Inc.

Retirement Planning Co of New England Inc. decreased its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 29.3% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 12,629 shares of the specialty retailer’s stock after selling 5,232 shares during the period. Retirement Planning Co of New England Inc.’s holdings in Alibaba Group were worth $1,358,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of BABA. Hoey Investments Inc. boosted its holdings in shares of Alibaba Group by 95.2% in the 1st quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 100 shares during the last quarter. Continuum Advisory LLC acquired a new stake in shares of Alibaba Group during the 2nd quarter worth $28,000. GK Wealth Management LLC purchased a new position in shares of Alibaba Group in the 3rd quarter worth $32,000. SJS Investment Consulting Inc. raised its position in shares of Alibaba Group by 15,000.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock worth $38,000 after buying an additional 300 shares during the period. Finally, Global Assets Advisory LLC purchased a new position in shares of Alibaba Group in the 1st quarter worth $56,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Key Headlines Impacting Alibaba Group

Here are the key news stories impacting Alibaba Group this week:

• Positive Sentiment: Cloud growth and AI expansion support the long-term thesis. Alibaba’s latest quarter reportedly showed approximately 45% year-over-year growth in both cloud and China quick-commerce revenue. Management is targeting a major expansion of data-center capacity and aspires to build a cloud business generating 1 trillion RMB in revenue by 2032. Alibaba: Enough Fuel To Power The Trillion-RMB Cloud Machine
• Positive Sentiment: Apple-related AI distribution could increase Alibaba’s strategic importance in China. Chinese regulators have cleared Alibaba’s AI models for use with Apple Intelligence on upcoming iPhone devices, potentially expanding Qwen’s user base and creating a high-profile commercial relationship. Alibaba AI models cleared for use in Apple Intelligence in China
• Positive Sentiment: Analyst expectations remain favorable. JPMorgan maintained an Overweight rating and set a $200 price target, while Erste Group reportedly raised its Alibaba earnings estimates. These calls suggest analysts expect improving profitability and substantial upside if AI and cloud investments produce returns. JPMorgan sees upside in Alibaba
• Positive Sentiment: New AI hardware broadens Alibaba’s growth options. The company unveiled roughly $450 Qwen AI smart glasses, signaling ambitions beyond e-commerce and cloud computing. Commercial traction remains unproven, but the launch could strengthen Alibaba’s consumer-AI ecosystem. Alibaba unveils $450 AI glasses
• Neutral Sentiment: Analyst bullishness is a potential support but is not a direct catalyst. Articles highlighting favorable brokerage ratings note that consensus recommendations can be overly optimistic and should be weighed against operating results and valuation. Wall Street Bulls Look Optimistic About Alibaba
• Negative Sentiment: Higher investment spending is weighing on near-term profitability. Alibaba’s recovery has lagged expectations, traditional e-commerce has weakened, and AI and cloud investment is increasing capital requirements and cash burn. Investors may be concerned that the payoff from the cloud strategy will take years. Alibaba cloud investment analysis
• Negative Sentiment: Recent performance and dilution concerns remain overhangs. Alibaba has fallen roughly 38% to 41% from its 2025 high, following concerns about earnings, profitability and regulatory risk. Registration of 100 million shares for an equity incentive plan could also create potential dilution. Alibaba registers shares for equity incentive plan

Insider Buying and Selling at Alibaba Group

In other news, Director Joseph C. Tsai acquired 720,000 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was bought at an average cost of $14.29 per share, with a total value of $10,288,800.00. Following the transaction, the director directly owned 114,979,168 shares in the company, valued at approximately $1,643,052,310.72. This represents a 0.63% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Yongming Wu acquired 350,000 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was purchased at an average cost of $14.24 per share, with a total value of $4,984,000.00. Following the completion of the transaction, the chief executive officer owned 1,364,418 shares in the company, valued at $19,429,312.32. The trade was a 34.50% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 999,971 shares of company stock worth $13,563,304. 12.50% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on BABA shares. Susquehanna boosted their price target on Alibaba Group from $185.00 to $190.00 and gave the company a “positive” rating in a research report on Friday, August 28th. Piper Sandler lowered Alibaba Group to a “hold” rating in a research note on Thursday, October 8th. Jefferies Financial Group reiterated a “buy” rating and set a $192.00 target price on shares of Alibaba Group in a report on Thursday, October 8th. Citigroup boosted their target price on Alibaba Group from $190.00 to $193.00 and gave the stock a “buy” rating in a report on Thursday, October 8th. Finally, Barclays increased their target price on shares of Alibaba Group from $195.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Alibaba Group has an average rating of “Moderate Buy” and an average price target of $182.89.

Alibaba Group Trading Down 0.8%

Shares of BABA stock traded down $0.92 during mid-day trading on Thursday, reaching $110.25. The company’s stock had a trading volume of 5,370,672 shares, compared to its average volume of 11,553,373. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $274.28 billion, a PE ratio of 26.71, a price-to-earnings-growth ratio of 1.41 and a beta of 0.47. The company’s 50 day simple moving average is $115.06 and its 200-day simple moving average is $119.21. Alibaba Group Holding Limited has a 12-month low of $91.99 and a 12-month high of $182.50.

Alibaba Group (NYSE:BABA) last announced its earnings results on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing the consensus estimate of $1.94 by ($0.68). The company had revenue of $39.64 billion for the quarter, compared to analysts’ expectations of $39.52 billion. Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. The business’s quarterly revenue was up 8.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $14.75 earnings per share. On average, research analysts predict that Alibaba Group Holding Limited will post 5.89 EPS for the current fiscal year.

Alibaba Group Company Profile

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem connecting consumers, merchants, brands and businesses through online marketplaces and related services.

The company’s China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.